Public firm-level fields only. Contact details are withheld. Order follows disclosed assets under management where available, then profile depth. It is not a ranking.
Ovadiya Aharonoff Multi-Family Office LLC
Hallandale Beach, FL | Multi-family office | Founded 2011
Ovadiya Aharonoff Multi-Family Office is a multi family office and merchant banking organization investing directly in public and private companies and assets. Its activities span corporate finance, real estate, healthcare, restructuring, and specialized financing.
- AUM range
- Over $20B
- Check size
- Not stated
- Asset classes
- Public Equities, Private Equity, Private Credit, Real Estate, Direct Investments, Digital Assets
Sagard Holdings
New York, NY | Multi-family office | Founded 2025
Sagard Wealth provides wealth management and family office services to individuals, families, and foundations. Sagard invests across venture capital, private equity, private credit, and real estate.
- AUM range
- Over $20B
- Check size
- Not stated
- Asset classes
- Venture Capital, Private Equity, Private Credit, Real Estate
LDJ Capital Multi-Family Office
New York, NY | Multi-family office | Founded 2005
LDJ Capital Multi-Family Office provides advice and services to families and individuals. Its stated areas span private equity, venture capital, real estate, public markets, commodities, technology, media, and consumer sectors.
- AUM range
- Over $20B
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Real Estate, Public Equities, Hedge Funds, Commodities
Premji Invest
Menlo Park, CA | Single family office | Founded 2006
Premji Invest is the investment arm of the Premji family, investing in private equity, venture capital, and public markets. Its stated sector interests include technology, financial services, and consumer businesses.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Public Equities
- Wealth source
- Premji family; proceeds from Wipro
Morales Capital Partners
Coral Gables, FL | Single family office | Founded 2015
Morales Capital Partners is a single-family office investing in venture, growth capital, and buyout opportunities. Its focus areas include healthcare, financial services, education technology, and consumer companies.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital
- Wealth source
- Not stated
Pohlad Companies
Minneapolis, MN | Single family office | Founded 1955
Pohlad Companies is a single-family office for the Pohlad family, stewarding a permanent capital base and a portfolio of operating businesses. Its investments and businesses span commercial real estate, automotive, sports and entertainment, and private investing.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Public Equities, Fixed Income, Direct Investments, Private Equity, Venture Capital, Real Estate
- Wealth source
- Pohlad family; banking
Cherng Family Trust
Pasadena, CA | Single family office | Founded 2001
Cherng Family Trust is the investment office of the Cherng family, founders of Panda Express and Panda Restaurant Group. It invests directly and through funds across industries and manages a real estate portfolio.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Real Estate, Funds, Direct Investments
- Wealth source
- Cherng family; restaurant business
Silver Rock Capital Partners, LP
New York, NY | Single family office
Silver Rock Capital Partners is an alternative credit asset manager and family office firm originating from the Milken family office.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Credit
- Wealth source
- Milken family
Concentric Equity Partners
Chicago, IL | Multi-family office
Concentric Equity Partners is the direct investing arm of Financial Investments Corporation, a Chicago-based family office serving the Steans family and aligned partners. It invests in middle-market companies and provides strategic, operational, and industry support.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Real Estate
SBP Management
New York, NY | Multi-family office | Founded 2011
SBP Management invests across direct funds and co-investments, long/short equity, credit, and special situations. Its target industries include life sciences, technology, financials, consumer products, real estate, industrials, and natural resources.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Private Credit, Public Equities, Funds, Direct Investments
Willoughby Capital Holdings, LLC
New York, NY | Single family office | Founded 2009
Willoughby Capital Holdings is a United States-based family office that makes private investments.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Direct Investments
- Wealth source
- Not stated
Roystone Management Holdings LLC
New York, NY | Single family office | Founded 2012
Roystone Management Holdings is a single family office that invests in small and medium-sized businesses with established products or services. It considers minority and control positions in companies at growth inflection points.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Direct Investments
- Wealth source
- Not stated
Tao Capital Partners
San Francisco, CA | Single family office | Founded 2002
Tao Capital Partners manages the Pritzker family’s capital with a long-term approach and does not raise funds from outside investors. It invests across early-stage venture, growth equity and later-stage opportunities, including sustainable technologies, mobility, energy, healthcare, education, food systems, consumer technology and real estate.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Venture Capital, Private Equity, Real Estate, Direct Investments
- Wealth source
- Pritzker family; wealth originating in significant part from Hyatt Hotels
Forty Four Holdings, LLC
Palm Beach, FL | Single family office | Founded 2018
Forty Four Holdings is a single-family investment office investing across private and public markets. Its source text describes direct deals and investments across a range of industries and geographies.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Public Equities, Private Equity, Direct Investments, Funds
- Wealth source
- Robbins family; proceeds from investment management
Westcott Industries LLC
Dallas, TX | Single family office | Founded 2019
Westcott Industries is a private investment platform with interests in real estate, technology, energy, finance and consumer services. The family’s business history includes automotive dealerships and companies in automotive services, flowers, communications and venture investments.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Real Estate, Venture Capital, Hedge Funds
- Wealth source
- Westcott family; automotive dealerships and business sales
Cardinal Equity Partners
Indianapolis, IN | Multi-family office | Founded 1993
Cardinal Equity Partners is a multi-family investment firm that acquires controlling interests in middle-market businesses in the eastern United States. It invests its own capital in niche manufacturing, value-added distribution, and service companies.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital
Trek One Capital, LLC
Houston, TX | Single family office | Founded 2023
Trek One Capital is a family office backed investment firm focused on acquisitions and strategic investments in lower and middle market businesses. It works with operators and capital partners across operating businesses, real assets, natural resource development, consumer brands, and environmental infrastructure.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Real Estate, Infrastructure, Direct Investments
- Wealth source
- Not stated
Kompass Kapital
Overland Park, KS | Single family office | Founded 2014
Kompass Kapital is a privately held investment firm and single-family office based in Kansas City. It invests alongside partner families and investors in areas that include financial, consumer and business services, agribusiness, infrastructure and real estate.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Infrastructure, Real Estate
- Wealth source
- Not stated
Bridger Growth Partners LLC
Atlanta, GA | Single family office | Founded 2015
Bridger Growth Partners is an Atlanta-based family office with operating and investing experience. It seeks to support investments across their life cycle.
- AUM range
- Under $50M
- Check size
- Not stated
- Asset classes
- Not stated
- Wealth source
- Not stated
G. Scott Capital Partners, LLC
Darien, CT | Single family office | Founded 1999
G. Scott Capital Partners is a single-family office that invests directly in companies and supports their growth through acquisitions, product development, market expansion, and capital investment. Its areas include private equity, venture capital, manufacturing, healthcare services, distribution, and business services.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Direct Investments
- Wealth source
- Scott family
Falcon Private Investments
Oak Brook, IL | Single family office
Falcon Private Investments deploys its own capital through direct investments and limited partnership positions. Its activity includes growth capital, recapitalizations, real estate and venture funds, recreational assets, and publicly traded securities.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Venture Capital, Real Estate, Public Equities, Direct Investments, Funds
- Wealth source
- Not stated
Caldicot Capital LLC
Palo Alto, CA | Single family office | Founded 2020
Caldicot Capital is a family office investing in middle market businesses. It partners with business owners and management teams, using flexible transaction structures and patient capital.
- AUM range
- Under $50M
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital
- Wealth source
- Not stated
Highcrest Management Group
Carlsbad, CA | Single family office | Founded 2011
Highcrest Management Group is a direct private investment firm that partners with business owners and management teams in lower-middle-market companies. It provides capital and operational support to help companies grow.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Direct Investments
- Wealth source
- Not stated
Bull Creek Capital
Austin, TX | Single family office | Founded 2018
Bull Creek Capital is a single-family office and evergreen venture investment vehicle that invests principal capital in early-stage companies. It partners with companies seeking growth capital and provides advisory resources.
- AUM range
- Under $50M
- Check size
- Not stated
- Asset classes
- Venture Capital
- Wealth source
- Not stated
NALA Investments, LLC
Los Angeles, CA | Single family office | Founded 1999
NALA Investments is a single-family office with investment interests in communications, transportation, consumer products, real estate, technology and media.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Real Estate
- Wealth source
- Not stated
LampoVentures, LLC
Dallas, TX | Single family office | Founded 2010
LampoVentures is a Dallas-based family office focused on turnarounds and restructurings.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Private Equity
- Wealth source
- Not stated
Bodnar Investment Group, Inc.
Nashville, TN | Single family office | Founded 2009
Bodnar Investment Group is a single-family office with diversified holdings across several industries. It pursues lower middle-market acquisitions, with a control-oriented approach in services, technology, distribution and manufacturing.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Real Estate
- Wealth source
- Not stated
Sallyport Investments LLC
Houston, TX | Single family office | Founded 2012
Sallyport Investments originated as a single-family office for the Foshee family and evolved into an operationally focused private equity firm. It partners with management teams across industries and transaction types, including founder- and family-owned companies, corporate carve-outs and new ventures.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Direct Investments
- Wealth source
- Foshee family
Bridge Ventures, LLC
Chicago, IL | Single family office | Founded 2021
Bridge Ventures is a single family office that invests directly in startups and as a limited partner in venture capital and private equity funds. Its stated areas include healthcare, financial technology, software, clean energy, infrastructure, and advanced manufacturing.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Venture Capital, Private Equity, Direct Investments, Funds
- Wealth source
- Not stated